2025年11月19日，一汽解放在郑州举行了新能源干线运输解决方案发布暨长春中重型车新能 源2万辆达成仪式。年销2万辆新能源产品，在我国中重卡行业意味着什么？意味着仅凭这一 核心增长"引擎"，一汽解放便已成功实现逆势上扬的增长曲线。 新能源与海外"双擎"破局，解放强势穿越周期 据中汽协数据显示：2025年1—10月，一汽解放累计销售中重卡超21万辆，同比增长 19.5%，照此发展，解放2025年全年销量以增长收官已成定局。至此，一汽解放销量将连续 三年实现稳步增长。 一汽解放在销量上稳步增长的原因并不复杂，那便是牢牢稳住自己的核心业务——即中重卡。 中汽协数据显示，2023年和2024年一汽解放中重卡分别累计销售20.52万辆和21.4万辆，截 至2024年已连续九年稳居国内第一。 从各细分市场来看，一汽解放在天然气、牵引车等领域均保持领先。交强险数据显示：今年， 一汽解放在牵引车市场的市占率一直保持在23%以上，天然气细分市场市占率更是一直稳定在 27%以上。然而，如果从所有细分市场中选出解放近几年最出色的存在，那一定是新能源和海 外出口。 先看新能源销量： 上表可见，近三年一汽解放新能源重卡销量均实现翻倍 ...

| 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 一汽解放 | 000800 | 股权激励限售流通 | 126.53万 | | 凯龙股份 | 002783 | 股权激励限售流通 | 286.56万 | | 密尔克卫 | 603713 | 股权激励限售流通 | 6.48万 | | 宁波远洋 | 601022 | 发行前股份限售流通 | 10.6亿 | | 美腾科技 | 688420 | | 763万 | | 聚和材料 | 688503 | | 1368.58万 | 智通财经APP获悉，12月9日共有6家上市公司的限售股解禁，解禁总市值约104.34亿元。 今日具体限售解禁股情况如下： ...

证券之星消息，12月8日商用车板块较上一交易日下跌1.18%，宇通客车领跌。当日上证指数报收于3924.08，上涨0.54%。深证成指报收于 13329.99，上涨1.39%。商用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600303 | 曙光股份 | 3.48 | 1.46% | 16.79万 | 5812.98万 | | 600686 | 全龙汽车 | 16.55 | 0.91% | 22.45万 | - 3.71亿 | | 000957 | 中通客车 | 11.10 | 0.73% | - 10.69万 | 1.18亿 | | 600006 | 东风股份 | 7.36 | -0.14% | 18.23万 | 1.34亿 | | 600375 | 汉马科技 | 6.06 | -0.49% | 23.52万 | 1.43亿 | | 301039 | 中隼车辆 | 10.10 | -0.59% | 11.01万 | 1.11亿 | | 000868 | 安凯客车 | ...

Core Insights - The latest announcement from the Ministry of Industry and Information Technology (MIIT) reveals a total of 53 new truck models, with a significant focus on new energy vehicles, particularly in the tractor segment [1][3][34] Group 1: New Energy Vehicle Trends - The latest batch of new energy tractors includes 49 models, with 37 being charging models, marking a record high for charging tractors [1][3] - The number of charging tractors has seen a dramatic increase, with a 41.51% year-on-year growth, totaling 225 models in 2025 [34] - Plug-in hybrid tractors also experienced substantial growth, with a 228.57% increase, totaling 23 models [34] Group 2: Manufacturer Insights - The top five manufacturers in this batch include SANY, Yuchai, and Beiqi, each submitting multiple new energy models, indicating a competitive landscape [3][4] - Foton's new energy subsidiary, Kavin, submitted four charging tractors, showcasing advancements in battery technology with lithium iron phosphate batteries supplied by CATL [7][10] - China National Heavy Duty Truck Group (CNHTC) announced a new high-power electric tractor with a single motor output of 630 kW, setting a new record in the industry [28] Group 3: Market Dynamics - The overall number of tractors announced in 2025 decreased by 10.71% compared to the previous year, indicating a potential market contraction [34] - The competition in the new energy tractor market is expected to intensify in 2026, as manufacturers prepare for a new round of market battles [28][29]

Core Viewpoint - The article emphasizes the importance of building a modern industrial system and strengthening the foundation of the real economy, as highlighted in the 20th Central Committee's Fourth Plenary Session of the Communist Party of China [1] Group 1: Company Performance - The production capacity of FAW Jiefang Sichuan Branch has significantly increased since its launch in 2023, with an expected output of 12,000 vehicles in 2024 and over 20,000 vehicles by November 2025, leading to an annual output value projected to exceed 10 billion yuan [1] - The company has achieved remarkable efficiency improvements, reducing the time to produce its first 10,000 vehicles from 540 days to just 148 days by 2025, and reaching the second 10,000 vehicles in only 113 days [1] - The proportion of new energy vehicles in the company's production has risen to over 50%, reflecting a strategic shift towards the new energy market [1] Group 2: Industry Development - The automotive industry chain in Deyang is rapidly forming, with 21 signed and ongoing projects related to vehicle assembly, totaling over 16.5 billion yuan in investment [1] - The establishment of a "half-hour supply circle" around the FAW Jiefang production base is enhancing local logistics and core component localization, which is crucial for the expansion of the "chain leader" enterprise's capacity [1] - Deyang has developed a comprehensive supply capability from chassis and casting to the "three electric" systems, with some companies already integrated into the supply chains of leading automotive brands like BMW and BYD [1]

2020-2025年1-10月中国汽车产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：比亚迪（002594）,长城汽车（601633）,上汽集团（600104）,广汽集团（601238）,一汽解放 （000800）,东风汽车（600006）,赛力斯（601127） 相关报告：智研咨询发布的《2025-2031年中国汽车行业市场深度评估及投资机会预测报告》 根据国家统计局数据显示：2025年10月中国汽车产量为328万辆，同比增长11.2%；2025年1-10月中国汽 车累计产量为2732.5万辆，累计增长11%。 ...

2025年11月份，我国新能源重卡销量再创新高，整体销量达到2.4万辆，同比大涨 176%。 新能源牵引车表现如何？增速会不会"跑"得更快？销量能否同步创造新高？ 答案是肯定的。请看第一商用车网带来的新能源牵引车市场观察。 11月新能源牵引车新增1.98万辆，同比大涨185% 截止到11月份，2025年新能源牵引车累计销量超过百辆的省级行政区已有29个，超1000 辆的省级行政区达到23个，超2000辆的省级行政区都有19个，上海、山西、河北、四川、 山东、河南、新疆等7省（市、自治区）累计销量已超过6000辆，广东、湖南、广西、江 西和云南等省（市、自治区）累计销量也超3500辆（如上图）。 解放/徐工超3000辆争冠， 重汽/联合重卡"上位" 根据重型货车营运证入网数据统计，2025年11月份，有12家企业新能源牵引车销量超过 100辆，其中10家企业销量超过400辆，8家企业销量超过600辆，销量破千的企业达到7 家（与上月持平）。排名前两位的解放和徐工双双突破3000辆，解放以3313辆斩获11月 份新能源牵引车月榜销冠，徐工销售3236辆紧随其后排名月榜第二位；三一排名月榜第3 位，销售2878辆； ...

11月的重卡市场热度依旧不减，"双十一"也成为各大品牌集中发力、拓展市场的舞台。从一汽解放抖音直播狂揽6000辆订单，到中国 重汽百城接力创下千辆佳绩；从奇瑞商用车拿下3000辆订单，到零一汽车"惊蛰雷震子"上市3小时斩单1068辆；从东风商用车、福田 汽车、徐工汽车在国内外市场接连斩获大单，到重整后加速发展的上汽红岩也成功实现批量交付，足见年底重卡市场的火热。 一汽解放："双十一"直播狂揽6000辆订单 11月不仅是物流高峰，更是一汽解放的营销创新窗口。借助"双十一"契机，一汽解放与一汽租赁联合在抖音平台打造行业首个"双十一 亿万补贴"直播盛典。以J7智能工厂为背景，5小时直播集中展示了一汽解放24款主力车型，叠加"三重补贴+专属金融礼遇"，当晚团购 订单突破6000辆，累计场观超27.6万人，峰值在线人数1.8万人，开创了中国商用车行业的营销新模式——商用车制造企业与金融服务 企业首次在直播营销中深度融合，为行业开辟了一条直达用户的"快车道"。 11月中旬，一汽解放印尼代理PTGayaMakmurMobil带领147人客户团到访长春交流。此次访问期间，双方共签署350余辆意向订单， 为后续合作注入新的动力 ...

11月重卡破10万，同比增幅近五成，以"八连涨"收官淡季。 11月重卡市场呈现"同比高增、环比微降"特征。据最新数据获悉，2025年11月，国内重卡市场销量预计达10.1万辆（批发口径，包含出口和新能源），环 比下降5%，同比增长47%，实现"八连涨"且平均增速43%；2025年1-11月，国内重卡累计销量预计103万辆，同比增长26%，全年冲刺110万辆在即。 请看最新数据分析。 11月：五家企业销量破万辆 两家企业增幅达1.5倍 2025年11月，重卡市场在传统淡季交出了一份超出预期的成绩单——10.1万辆销量同比增长47%，延续了自4月起的"八连涨"态势。这份亮眼数据背后，是 政策红利、出口增长（11月中国重卡出口批发销量预计增长20%）与新能源渗透率提升的多重支撑，也为即将到来的2026年行业转型埋下伏笔。 从终端需求来看，11月，国内终端销量同环比双增——环比预计增长13%，同比预计增长近40%。其中，燃气车终端销量同比增速预计超75%，国内渗透 率在25%左右。在细分市场中，受以旧换新政策截止与2026年新能源购置税减免退坡影响，11月新能源重卡终端销量预计2.6万辆，同比增长1.6倍，单月 渗透 ...

Core Viewpoint - The heavy truck industry in China has shown significant growth, with November 2025 sales exceeding 100,000 units, marking a nearly 50% year-on-year increase, driven largely by policy incentives and a strong demand for both traditional and electric heavy trucks [1][4][16]. Sales Performance - In November 2025, approximately 101,000 heavy trucks were sold, a 47% increase from 68,500 units in the same month last year, despite a 5% month-on-month decline due to inventory adjustments [1][4]. - Cumulatively, from January to November 2025, total heavy truck sales reached 1.03 million units, reflecting a 26% year-on-year growth, with the target of 1.1 million units within reach [1][4]. Market Dynamics - The continuous growth in the heavy truck market since April 2025 is attributed to the "old-for-new" vehicle replacement policy, which has significantly boosted sales [4][16]. - Despite some regions suspending subsidies in the fourth quarter due to funding issues, the overall market remains robust as the policy deadline approaches [4]. Export Trends - Heavy truck exports from China are also on the rise, with November 2025 exports expected to increase by nearly 20% year-on-year, leading to an anticipated total of over 320,000 units exported for the year [4]. End-user Demand - The end-user demand for heavy trucks has been strong, with November 2025 domestic sales projected to grow nearly 40% year-on-year and 13% month-on-month, particularly for natural gas trucks, which are expected to see a 75% increase in sales [6]. - New energy heavy trucks are also experiencing record sales, with November 2025 sales estimated at 26,000 units, a 160% increase year-on-year, and a market penetration rate exceeding 30% [6]. Company Performance - Major players in the heavy truck market include: - China National Heavy Duty Truck Group (Sinotruk) sold over 25,000 units in November, a 23% increase year-on-year, maintaining a market share of approximately 27% [10]. - FAW Jiefang's sales reached nearly 23,000 units, up 77% year-on-year, with a market share of about 19.3% [10]. - Dongfeng Motor Corporation sold around 16,000 units, a 65% increase year-on-year, holding a market share of approximately 15.8% [12]. - North Benz (Beiqi Foton) saw a 150% increase in sales, with a total of 132,000 units sold from January to November, marking a 104% year-on-year growth [14]. Market Outlook - The heavy truck market is projected to return to over 1 million units in 2025, reminiscent of the market conditions from 2017 to 2019, but heavily influenced by policy-driven demand [16].